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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,736 | $95,895+31.1% | $79,576+58.0% | $134,509-6.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -21.07% | -2.72%-18.3pp | 0.15%-21.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,134 | $3,128-31.8% | $2,413-11.6% | $4,741-55.0% |
| Participant deferral / active EE | $8,217 | $4,693+75.1% | $3,985+106.2% | $6,400+28.4% |
| Admin fee / account holder | $2,777 | $9,129-69.6% | $6,834-59.4% | $11,427-75.7% |